The Heritage Club |
Since 1884, the YMCA of Greater Long Beach has helped people of all ages, abilities and incomes grow in spirit, mind and body. With great pleasure, we invite our friends and supporters to become members of the YMCA Heritage Club.
The Heritage Club recognizes and honors those who have included the YMCA of Greater Long Beach in their estate plans with a future gift through a bequest, life insurance, or trust arrangement; or an outright gift to the YMCA of Greater Long Beach’s Endowment Fund.
The Heritage Club is a special group of friends who believe in the purpose and values of the YMCA. They want to ensure a better tomorrow for our society’s children, youth and families, especially those in need.
Heritage Club members plan their gifts to create endowment funds at the YMCA of Greater Long Beach.
Gifts to endowment funds are not spent. They are invested in perpetuity, and only a portion of the investment income is used to fund YMCA programs each year.
One of our greatest aspirations in life is to leave a mark — to make a difference. No doubt there are issues that face our community that you feel passionate about... leadership development, health and education issues, housing and childcare. Through your care and commitment, you can help ensure that our YMCA has a secure future and that the YMCA programs continue to address the most urgent needs in our community. Through the YMCA of Greater Long Beach’s Heritage Club, you’ll be a community builder and your contribution will be respected and recognized for years to come. |
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| YMCA Mission |
| The YMCA of Greater Long Beach is an Association that welcomes people of all ages, ethnic groups, and religious affiliations to unite in a common effort to put Judeo-Christian principles and values into practice, through programs that develop healthy spirit, mind and body for ourselves, our families, our children and community. |
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| “It’s up to us to ensure that the YMCA is here for generations to come.” |
— Tom Clark
Trustee, Long Beach City College
Former Mayor, City of Long Beach
YMCA volunteer and Heritage Club member |
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Bequests
A family can will to the YMCA certain personal property or real estate, a specific sum of money or a percentage of estate assets. This can be for a designated purpose — We have sample “will clauses” available on request.
Retirement Funds
Retirement funds may be the most significant asset for many families. Individuals may name the YMCA as a beneficiary for all or any portion of funds remaining at death.
Life Insurance
A relatively small commitment can translate to a significant gift. A donor transfers ownership of an existing policy and makes the YMCA the owner and irrevocable beneficiary. You receive a tax deduction for the surrender value of the policy, or the annual premiums paid on the policy. Upon death, all proceeds will pass directly to the YMCA. A donor may include all or a percentage of the gift in a new or existing policy to the YMCA.
Direct Gifts of Cash
A gift of cash, or publicly traded securities can be given to the endowment fund, you will receive an income tax receipt for your donation and may save capital gains taxes.
Gifts That Give Back
There are some gifts that provide a lifetime of income and a future gift to the YMCA. These type of gifts are irrevocable and provide immediate tax benefits. We are happy to share more about these types of gifts and if they fit your situation.
Personal Benefits
Donors benefit from planned giving by becoming eligible for tax and estate planning advantages. Donors also benefit from knowing their gift will ensure the continued presence of the YMCA in our community helping to build a better tomorrow for our children and families. Specialists are available to explain more fully each of these gift plans, and to assist you in meeting your financial needs and desires.
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Click to download MY RESPONSE form |
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For more information contact: |
YMCA of Greater Long Beach
P.O. Box 90995
Long Beach, CA 90809-0995 |
(562) 279-1600 |
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